General Navigation

Getting Started - General Navigation

CustomBooks™ provides an intuitive interface to simplify your business operations. Here's an overview of its main navigation features:




1. Main Menu/Navigation Menu

The Main Menu/Navigation, located on the left side of the screen, displays all available modules, items, and features in your account. It has a dark yellow background, while the sub-navigation menu has a white background. The content of the sub-navigation menu changes based on the selected item from the main menu, providing easy access to relevant features and tools.




2. Workspace

The workspace in CustomBooks™ is designed to create an intuitive workflow that helps users understand and manage business operations efficiently. It features visually appealing icons and a logical layout, allowing users to quickly locate necessary items. The workflow is modular, ensuring that every feature is available in an intuitive place, enhancing productivity and ease of use.




3. Open Item Tabs

When you open an item, it creates a tab along the top of the window. These tabs allow you to navigate between several items or documents simultaneously. To close a document, click the 'X' button in the upper right corner of the tab. Note that having too many tabs open at once can affect system performance.

Back/Forward Buttons

Each window contains Back and Forward buttons, similar to a web browser. These buttons enable you to navigate back and forth between previously opened windows, enhancing your ability to move through your workflow without losing track of your progress.




4. Tools, Service and Settings, etc.

This section includes the Universal Search Bar, Notifications, History, Favorites, User Logged In information, Logout button, and the Service and Settings Dropdown.
  1. Universal Search: The Universal Search Bar allows you to quickly find an item, document, company, amount or any data within CustomBooks™. By entering keywords or phrases, you can efficiently locate the information you need without navigating through menus. 
  2. Notifications - The Notifications icon alerts you to important updates and events within CustomBooks™. This may include reminders, bank updates, or alerts about tasks that require your attention. Keeping an eye on notifications ensures you stay informed about critical activities and deadlines.
  3. Favorites - The Favorites shows the list of items, documents, or modules that you marked as favorites. By marking items as favorites, you can quickly navigate to them without having to search or navigate through the main menu.
  4. Logged In User/Logout - The Logged In User displays the email address of the currently logged-in user. This helps you confirm which account is active, especially useful in environments where multiple users may access the same system. You may also logout and close the application by clicking the User Email > Logout.


Service and Settings Dropdown

The Service and Settings Dropdown provides access to various tools and advanced functions, including:
  1. Calendar and Calculator: Handy tools for scheduling and calculations.
  2. Get Link and Go to Link: Functions for linking and navigating between documents.
  3. Show M, M+, and M-: Features for managing data.
  4. File Options: Create New or Open a File.
  5. Settings: Customize your panel setup, home page settings, and section panel setup.
  6. About: Information about the software.


5. WalkMe Help Widget

The WalkMe Help Widget is an interactive guide that provides customer self-support, ensuring a frustration-free experience. It helps users navigate through the software, offering step-by-step instructions and support.




With these navigation features, CustomBooks™ ensures that users can efficiently manage their business operations, enhancing both productivity and user experience.